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Chevy Chase Trust

Chevy Chase Trust Portfolio holdings

AUM $34.7B
1-Year Est. Return 29.45%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.45%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$36.3B
AUM Growth
+$1.97B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
645
New
Increased
Reduced
Closed

Top Buys

1
+$63.8M
2
+$43.1M
3
+$22.7M
4
XYZ
Block Inc
XYZ
+$21.1M
5
CVX icon
Chevron
CVX
+$19.8M

Top Sells

1
+$90M
2
+$73M
3
+$62.6M
4
META icon
Meta Platforms (Facebook)
META
+$30.1M
5
KAI icon
Kadant
KAI
+$27.9M

Sector Composition

1 Technology 34.95%
2 Financials 14.13%
3 Communication Services 10.06%
4 Consumer Discretionary 9.9%
5 Healthcare 9.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$122M 0.34%
1,710,444
+12,392
52
$119M 0.33%
356,891
-14,562
53
$118M 0.32%
121,941
+582
54
$117M 0.32%
835,248
-34,479
55
$117M 0.32%
1,040,405
-1,432
56
$117M 0.32%
244,344
-9,280
57
$116M 0.32%
425,254
+43,551
58
$116M 0.32%
694,137
-22,378
59
$116M 0.32%
489,839
-18,906
60
$115M 0.32%
378,008
-13,545
61
$114M 0.31%
203,152
-3,576
62
$114M 0.31%
240,144
-9,342
63
$112M 0.31%
466,611
+29,960
64
$110M 0.3%
1,311,850
-53,574
65
$105M 0.29%
469,201
+44,750
66
$104M 0.29%
1,065,139
-40,257
67
$104M 0.29%
3,680,140
-153,291
68
$101M 0.28%
410,206
-79,090
69
$99.4M 0.27%
+138,381
70
$99.4M 0.27%
625,045
-32,352
71
$99.2M 0.27%
6,222,247
+59,242
72
$97.9M 0.27%
531,700
-16,100
73
$97.4M 0.27%
1,100,667
+73,412
74
$97.3M 0.27%
142,522
-5,306
75
$96.6M 0.27%
577,427
-18,620
1 2
3
4 5